Anic Equity¶
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Total return since start: 0.563 %¶
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Equity now: -----------------------------> 47742.78 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46347.89 Kr¶
PnL: ---------------------------------------> -540.68 Kr¶
DD now: ---------------------------------> -1.824 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-17 16:51:43.783331'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -1.560000 | 2866.500000 | 230.500000 | 8.740000 | 2636.000010 |
| Beijer Electronics Group | 26 | -1.480000 | 3109.600000 | 138.600000 | 4.670000 | 2971.000006 |
| Samhällsbyggnadsbo. i Norden B | 20 | -4.840000 | 436.600000 | 81.600000 | 22.990000 | 355.000000 |
| Corem Property Group B | 59 | -4.300000 | 657.260000 | 80.260000 | 13.910000 | 576.999999 |
| Boozt | 12 | 0.640000 | 1705.200000 | 51.200000 | 3.100000 | 1653.999996 |
| HMS Networks | 2 | -0.060000 | 716.800000 | 43.800000 | 6.510000 | 673.000000 |
| OEM International B | 7 | 1.150000 | 555.100000 | 27.100000 | 5.130000 | 527.999997 |
| FM Mattsson Mora Group B | 50 | -0.670000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| Intrum | 4 | 0.330000 | 547.600000 | 20.600000 | 3.910000 | 527.000000 |
| MedCap | 2 | -0.450000 | 438.000000 | 17.000000 | 4.040000 | 421.000000 |
| Karnov Group | 9 | 0.160000 | 552.600000 | 16.600000 | 3.100000 | 536.000004 |
| Essity A | 4 | 0.000000 | 1164.000000 | 15.000000 | 1.310000 | 1149.000000 |
| Coor Service Management Hold. | 8 | -0.510000 | 546.800000 | 14.800000 | 2.780000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.730000 | 259.920000 | 13.920000 | 5.660000 | 246.000000 |
| SAAB B | 8 | 1.680000 | 3387.200000 | 10.200000 | 0.300000 | 3377.000000 |
| Eastnine | 4 | -0.950000 | 500.800000 | 9.800000 | 2.000000 | 491.000000 |
| Essity B | 2 | -0.140000 | 582.000000 | 8.000000 | 1.390000 | 574.000000 |
| Norva24 Group | 16 | -0.810000 | 549.440000 | 6.440000 | 1.190000 | 543.000000 |
| Resurs Holding | 22 | -1.200000 | 578.820000 | 4.820000 | 0.840000 | 573.999998 |
| AcadeMedia | 12 | -0.470000 | 561.360000 | 4.360000 | 0.780000 | 557.000004 |
| Fastighetsbolag. Emilshus Pref | 21 | -2.890000 | 564.900000 | 2.900000 | 0.520000 | 562.000005 |
| Creaspac SPAC | 6 | 0.100000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Securitas B | 6 | -0.380000 | 567.960000 | -2.040000 | -0.360000 | 570.000000 |
| Midsona B | 63 | -4.650000 | 580.860000 | -2.140000 | -0.370000 | 582.999984 |
| Handelsbanken A | 5 | -1.410000 | 541.750000 | -4.250000 | -0.780000 | 546.000000 |
| Swedbank A | 3 | -0.880000 | 558.900000 | -5.100000 | -0.900000 | 564.000000 |
| CTEK | 13 | -3.340000 | 523.510000 | -10.490000 | -1.960000 | 533.999999 |
| Nordea Bank Abp | 29 | -0.850000 | 3438.820000 | -15.180000 | -0.440000 | 3453.999992 |
| International Petroleum Corp. | 5 | 1.870000 | 545.000000 | -49.570000 | -8.340000 | 594.565215 |
| Vivesto | 1368 | 1.590000 | 558.690000 | -54.310000 | -8.860000 | 612.999432 |
| Sampo Oyj SDB | 7 | -0.370000 | 3780.000000 | -70.000000 | -1.820000 | 3850.000000 |
| OX2 | 18 | 0.060000 | 1503.900000 | -160.100000 | -9.620000 | 1663.999992 |
| Axfood | 13 | 0.360000 | 3593.200000 | -162.800000 | -4.330000 | 3756.000001 |
| Fasadgruppen Group | 35 | 1.020000 | 3465.000000 | -346.000000 | -9.080000 | 3810.999990 |
| Ovzon | 52 | -4.320000 | 2880.800000 | -481.200000 | -14.310000 | 3361.999992 |
| TOTAL | 46347.890000 | -540.680000 | -1.82421% | 46888.564618 |
Updated:¶
'2023-01-17 16:51:56.509853'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
